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  Name: WEST CHESTER CAPITAL ADVISORS INC
  City: WEST CHESTER
  State: PA
  Zip: 19382
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $54,125,000
  Total Value Change : $1,309,000
  Securities Held Change : 0
   
All Securities Held : 43
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 10
  Unchanged Positions : 11
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $183.38 $2,221,000 12,971 4.1% -346,000 -263 0    Personal Computers
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 5 - $400.87 $1,810,000 5,166 3.34% 16,000 -95 0    Property & Casualty I...
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 6 - $50.38 $1,807,000 35,903 3.34% -683,000 -13,584 0.007    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 9 - $734.97 $1,571,000 2,925 2.9% 162,000 -79 0    Drug Manufacturers - ...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 12 - $511.29 $936,000 2,190 1.73% -124,000 -202 0    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 15 - $268.49 $790,000 3,435 1.46% -107,000 -341 0    Business Services
   (DHR)1 Year Chart         DHR Danaher Corp 17 - $248.38 $660,000 2,661 1.22% -66,000 -364 0    General Building Mate...
   (MCD)1 Year Chart         MCD McDonalds Corp 19 - $270.32 $600,000 2,277 1.11% -109,000 -99 0    Restaurants
   (MSFT)1 Year Chart         MSFT Microsoft Corp 21 - $406.66 $527,000 1,669 0.97% -280,000 -700 0    Application Software
   (EXC)1 Year Chart         EXC Exelon Corp 25 - $37.41 $466,000 12,337 0.86% -38,000 -31 0.001    Multi Utilities
   (MO)1 Year Chart         MO Altria Group Inc 26 - $43.59 $456,000 10,846 0.84% -38,000 -56 0.001    Cigarettes & Other To...
   (NUE)1 Year Chart         NUE Nucor Corp 27 - $173.92 $429,000 2,746 0.79% -29,000 -50 0.001    Steel & Iron
   (DUK)1 Year Chart         DUK Duke Energy Corp 28 - $100.26 $371,000 4,208 0.69% -40,000 -374 0.001    Electric Utilities
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 29 - $43.99 $350,000 6,035 0.65% -64,000 -440 0    Drug Manufacturers - ...
   (FNB)1 Year Chart         FNB FNB Corporation 36 - $13.79 $265,000 24,598 0.49% -19,000 -248 0.008    Domestic Regional Banks
   (PRU)1 Year Chart         PRU Prudential Financial Inc 39 - $112.26 $229,000 2,417 0.42% 10,000 -65 0    Life & Health Insurance
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 42 - $43.81 $201,000 5,135 0.37% -28,000 -412 0.007    N/A

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